Large Cap Growth
Moderate
Vanguard Asset Management US Large Cap Growth Fund
James Whitfield · S&P 500 Growth Index
NAV
$19.2
1Y Return
12.8%
AUM
$18420M
Fund Catalog
50 funds — performance values rotate on each refresh. Each fund keeps its own reserved layout.
Total Market
Moderate
Vanguard Asset Management S&P 500 Index Fund
Amanda Foster · Russell 3000 Index
NAV
$23.7
1Y Return
12.0%
AUM
$85050M
Small Cap
High
BlackRock Capital Advisors US Small Cap Fund
Sarah Mitchell · Russell 2000 Index
NAV
$25.8
1Y Return
17.5%
AUM
$6140M
Mid Cap
Moderately High
BlackRock Capital Advisors US Mid Cap Blend Fund
Robert Harrington · Russell Midcap Index
NAV
$31.1
1Y Return
16.0%
AUM
$12150M
Tax-Advantaged
Moderate
Fidelity Investments Tax-Advantaged Equity Fund
Emily Carson · S&P 500 Index
NAV
$33.2
1Y Return
11.5%
AUM
$8840M
Sectoral - Technology
High
Fidelity Investments Technology Sector Fund
Michael Thornton · NASDAQ-100 Index
NAV
$37.7
1Y Return
19.8%
AUM
$9270M
Sectoral - Healthcare
Moderately High
T. Rowe Price Group Healthcare & Pharma Fund
David Langford · S&P 500 Health Care Index
NAV
$40.6
1Y Return
13.5%
AUM
$5240M
International
Moderately High
T. Rowe Price Group International Equity Fund
Christine Weber · MSCI EAFE Index
NAV
$45.1
1Y Return
12.8%
AUM
$15070M
Money Market
Low to Moderate
Invesco Global Funds Government Money Market Fund
Thomas Brennan · ICE BofA 3-Month T-Bill Index
NAV
$50.4
1Y Return
5.2%
AUM
$42480M
Short Duration
Low to Moderate
Invesco Global Funds Short Duration Bond Fund
Laura Steinberg · Bloomberg US Agg 1-3 Year Index
NAV
$53.3
1Y Return
6.0%
AUM
$11650M
Corporate Bond
Low to Moderate
Franklin Templeton Investment Grade Corp Bond Fund
Nathan Kowalski · Bloomberg US Corporate Bond Index
NAV
$57.0
1Y Return
7.0%
AUM
$10300M
Aggressive Hybrid
Moderate
Franklin Templeton Aggressive Growth Balanced Fund
Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg
NAV
$62.3
1Y Return
11.5%
AUM
$13710M
Balanced
Moderate
PIMCO Asset Management Balanced Income Fund
Andrew Blackwell · 50/50 S&P 500 / Bloomberg US Agg
NAV
$62.8
1Y Return
8.5%
AUM
$16940M
Multi Asset
Moderate
PIMCO Asset Management Global Multi-Asset Fund
Rachel Dubois · MSCI All Country World Index
NAV
$68.9
1Y Return
10.2%
AUM
$8230M
European Equity
Moderately High
Amundi Asset Management European Equity Fund
William Hartmann · MSCI Europe Index
NAV
€73.4
1Y Return
11.5%
AUM
€5660M
Mid Cap
Moderately High
Amundi Asset Management US Mid Cap Value Fund
James Whitfield · Russell Midcap Index
NAV
€74.7
1Y Return
15.8%
AUM
€9370M
Large Cap Value
Moderate
Vanguard Asset Management US Large Cap Value Fund
Sarah Mitchell · S&P 500 Value Index
NAV
$80.8
1Y Return
11.5%
AUM
$23160M
Small Cap
High
Vanguard Asset Management US Small Cap Growth Fund
Robert Harrington · Russell 2000 Index
NAV
$84.5
1Y Return
18.5%
AUM
$6810M
Total Market
Moderate
BlackRock Capital Advisors Total Market Index Fund
Emily Carson · Russell 3000 Index
NAV
$88.2
1Y Return
12.5%
AUM
$73060M
Tax-Advantaged
Moderate
BlackRock Capital Advisors Retirement Growth Fund
Michael Thornton · S&P 500 Index
NAV
$89.5
1Y Return
11.8%
AUM
$9970M
Sectoral - Technology
High
Fidelity Investments NASDAQ-100 Index Fund
Amanda Foster · NASDAQ-100 Index
NAV
$93.2
1Y Return
19.8%
AUM
$38920M
Sectoral - Healthcare
Moderately High
Fidelity Investments Biotech & Healthcare Fund
David Langford · S&P 500 Health Care Index
NAV
$97.7
1Y Return
14.0%
AUM
$4950M
International
Moderately High
T. Rowe Price Group Global Infrastructure Fund
Christine Weber · MSCI EAFE Index
NAV
$101.4
1Y Return
13.0%
AUM
$7500M
Short Duration
Low to Moderate
T. Rowe Price Group Ultra-Short Bond Fund
Thomas Brennan · Bloomberg US Agg 1-3 Year Index
NAV
$106.7
1Y Return
6.5%
AUM
$16910M
Corporate Bond
Low to Moderate
Invesco Global Funds High Yield Corporate Bond Fund
Laura Steinberg · Bloomberg US Corporate Bond Index
NAV
$108.8
1Y Return
7.0%
AUM
$8400M
Fixed Income
Low
Invesco Global Funds Global Aggregate Bond Fund
Nathan Kowalski · Bloomberg Global Aggregate Bond Index
NAV
$111.7
1Y Return
4.8%
AUM
$9370M
Aggressive Hybrid
Moderate
Franklin Templeton Core Equity Income Fund
Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg
NAV
$115.4
1Y Return
10.8%
AUM
$11020M
Balanced
Moderate
Franklin Templeton Strategic Income Fund
Andrew Blackwell · 50/50 S&P 500 / Bloomberg US Agg
NAV
$119.9
1Y Return
9.0%
AUM
$12550M
Multi Asset
Moderate
PIMCO Asset Management All-Weather Multi-Asset Fund
Rachel Dubois · MSCI All Country World Index
NAV
$122.0
1Y Return
9.5%
AUM
$8140M
European Equity
Moderately High
Amundi Asset Management Europe Opportunities Fund
William Hartmann · MSCI Europe Index
NAV
€127.3
1Y Return
11.0%
AUM
€4650M
Small Cap
High
DWS Group US Small Cap Value Fund
James Whitfield · Russell 2000 Index
NAV
€130.2
1Y Return
17.8%
AUM
€6320M
Large Cap Growth
Moderate
DWS Group US Large Cap Blend Fund
Sarah Mitchell · S&P 500 Growth Index
NAV
€134.7
1Y Return
13.0%
AUM
€32550M
International
Moderately High
Schroders Investment Emerging Markets Growth Fund
Robert Harrington · MSCI EAFE Index
NAV
£136.8
1Y Return
12.5%
AUM
£7040M
Large Cap Growth
Moderate
Schroders Investment Focused Growth Equity Fund
Emily Carson · S&P 500 Growth Index
NAV
£140.5
1Y Return
12.5%
AUM
£8990M
Balanced
Moderate
Vanguard Asset Management Retirement Income Fund
Michael Thornton · 50/50 S&P 500 / Bloomberg US Agg
NAV
$147.4
1Y Return
9.5%
AUM
$21360M
Small Cap
High
BlackRock Capital Advisors Russell 2000 Index Fund
Amanda Foster · Russell 2000 Index
NAV
$148.7
1Y Return
17.8%
AUM
$29670M
Sectoral - Technology
High
Fidelity Investments Digital Innovation Fund
David Langford · NASDAQ-100 Index
NAV
$151.6
1Y Return
19.5%
AUM
$8340M
Sectoral - Healthcare
Moderately High
T. Rowe Price Group Global Healthcare Leaders Fund
Christine Weber · S&P 500 Health Care Index
NAV
$156.9
1Y Return
14.0%
AUM
$6050M
Money Market
Low to Moderate
Invesco Global Funds Prime Money Market Fund
Thomas Brennan · ICE BofA 3-Month T-Bill Index
NAV
$159.0
1Y Return
4.5%
AUM
$56740M
Short Duration
Low to Moderate
Franklin Templeton Intermediate Term Bond Fund
Laura Steinberg · Bloomberg US Agg 1-3 Year Index
NAV
$162.7
1Y Return
5.5%
AUM
$15590M
Corporate Bond
Low to Moderate
PIMCO Asset Management Corporate Credit Fund
Nathan Kowalski · Bloomberg US Corporate Bond Index
NAV
$166.4
1Y Return
6.5%
AUM
$8140M
Aggressive Hybrid
Moderate
Amundi Asset Management Conservative Income Fund
Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg
NAV
€170.1
1Y Return
10.5%
AUM
€12090M
Multi Asset
Moderate
DWS Group Dynamic Allocation Fund
Andrew Blackwell · MSCI All Country World Index
NAV
€173.8
1Y Return
9.5%
AUM
€10040M
Large Cap Value
Moderate
Schroders Investment US Equity Income Fund
Rachel Dubois · S&P 500 Value Index
NAV
£177.5
1Y Return
10.5%
AUM
£16590M
European Equity
Moderately High
Vanguard Asset Management Europe Value Equity Fund
William Hartmann · MSCI Europe Index
NAV
$182.8
1Y Return
11.0%
AUM
$5000M
Mid Cap
Moderately High
BlackRock Capital Advisors US Mid Cap Select Fund
James Whitfield · Russell Midcap Index
NAV
$184.9
1Y Return
15.5%
AUM
$11390M
Large Cap Growth
Moderate
Fidelity Investments US Large Cap Alpha Fund
Sarah Mitchell · S&P 500 Growth Index
NAV
$191.0
1Y Return
13.2%
AUM
$20180M
Fixed Income
Low
T. Rowe Price Group Global Bond Fund
Robert Harrington · Bloomberg Global Aggregate Bond Index
NAV
$193.1
1Y Return
4.8%
AUM
$13370M
Total Market
Moderate
Invesco Global Funds Quantitative Equity Fund
Emily Carson · Russell 3000 Index
NAV
$198.4
1Y Return
12.2%
AUM
$7680M
Large Cap Value
Moderate
Franklin Templeton Dividend Growth Fund
Michael Thornton · S&P 500 Value Index
NAV
$200.5
1Y Return
10.8%
AUM
$11970M